Fox Hill Wealth Management Portfolio Holdings

Fox Hill Wealth Management

  • $177 Billion
  • Q4 2024

Fox Hill Wealth Management has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $177 Billion distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $17.4B, Apple Inc. with a value of $12.6B, Nvidia Corp with a value of $9.44B, Eli Lilly & CO with a value of $7.24B, and Costco Wholesale Corp with a value of $6.2B.

Examining the 13F form we can see an decrease of $4.67B in the current position value, from $181B to 177B.

Fox Hill Wealth Management is based out at Dedham, MA

Below you can find more details about Fox Hill Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $177 Billion
Technology: $57.3 Billion
Utilities: $20.7 Billion
Healthcare: $16.7 Billion
ETFs: $16.2 Billion
Communication Services: $13.7 Billion
Industrials: $12.6 Billion
Consumer Cyclical: $12 Billion
Consumer Defensive: $9.22 Billion
Other: $5.65 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$69.8B
$2.95 Billion 1.67% of portfolio
21,420
Q4 2024 Added 1.53%
$144B
$2.82 Billion 1.6% of portfolio
23,346
Q4 2024 Added 2.3%
$89.6B
$2.81 Billion 1.59% of portfolio
26,125
Q4 2024 Added 5.3%
$102B
$2.52 Billion 1.42% of portfolio
11,248
Q4 2024 New
$72.5B
$2.43 Billion 1.38% of portfolio
5,182
Q4 2024 Added 47.38%
$41.6B
$2.45 Billion 1.38% of portfolio
35,247
Q4 2024 Added 2.2%
$59.4B
$2.35 Billion 1.33% of portfolio
10,013
Q4 2024 Added 0.31%
$15.9B
$2.29 Billion 1.3% of portfolio
15,336
Q4 2024 Reduced 3.22%
$58.5B
$2.15 Billion 1.21% of portfolio
11,800
Q4 2024 Added 94.53%
$116B
$2.04 Billion 1.15% of portfolio
4,196
Q4 2024 Added 0.77%
$87.7B
$1.79 Billion 1.02% of portfolio
3,149
Q4 2024 Added 0.06%
$15.6B
$1.81 Billion 1.02% of portfolio
49,156
Q4 2024 Reduced 0.4%
$95.7B
$1.76 Billion 1.0% of portfolio
7,588
Q4 2024 Reduced 14.35%
$16.7B
$1.66 Billion 0.94% of portfolio
21,840
Q4 2024 Added 96.74%
$25.4B
$1.63 Billion 0.92% of portfolio
18,312
Q4 2024 Added 0.33%
$41.8B
$1.61 Billion 0.91% of portfolio
19,088
Q4 2024 Added 1.06%
$85.4B
$1.53 Billion 0.87% of portfolio
16,234
Q4 2024 Reduced 0.15%
$32.4B
$1.51 Billion 0.86% of portfolio
16,085
Q4 2024 Added 1.01%
$136B
$1.36 Billion 0.77% of portfolio
18,962
Q4 2024 Added 3.4%
$126B
$1.34 Billion 0.76% of portfolio
4,028
Q4 2024 New
$86.8B
$1.12 Billion 0.63% of portfolio
2,642
Q4 2024 Reduced 19.79%
$185B
$1.01 Billion 0.57% of portfolio
11,710
Q4 2024 Reduced 61.41%
$51.2B
$902 Million 0.51% of portfolio
4,679
Q4 2024 Reduced 0.19%
$32.7B
$836 Million 0.47% of portfolio
7,358
Q4 2024 Reduced 6.37%
$198B
$716 Million 0.4% of portfolio
675
Q4 2024 Added 43.01%
$186B
$655 Million 0.37% of portfolio
5,664
Q4 2024 Added 0.35%
$186B
$455 Million 0.26% of portfolio
1,253
Q4 2024 Reduced 82.28%
$45.3B
$449 Million 0.25% of portfolio
9,095
Q4 2024 Reduced 7.35%
$147B
$406 Million 0.23% of portfolio
1,770
Q4 2024 Reduced 5.65%
$10.1B
$344 Million 0.19% of portfolio
1,435
Q4 2024 Reduced 22.39%
$16.1B
$318 Million 0.18% of portfolio
4,413
Q4 2024 Added 0.91%
$50.9B
$308 Million 0.17% of portfolio
437
Q4 2024 Added 0.69%
$116B
$273 Million 0.15% of portfolio
678
Q4 2024 Reduced 2.16%
$55.4B
$251 Million 0.14% of portfolio
7,045
Q4 2024 Reduced 1.74%
$191B
$245 Million 0.14% of portfolio
1,594
Q4 2024 Reduced 4.03%
$155B
$211 Million 0.12% of portfolio
854
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $177 Billion
  • Prior Value $181 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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